In the sweltering heat of July, my family embarked on a journey to the distant and magical realm of Disney World. Over four exhaustive days, we immersed ourselves along with the other 57,000 daily visitors in a world where fairy tales come alive and where dreams, no...
Alan Gross
Get Ready for Back-To-School with 529 plans
For many Americans, summer means pool days, baseball games, and perhaps a summer vacation. While we’re all enjoying more time outdoors (or indoors away from oppressive heat waves), the dog days of summer also mean back-to-school season is looming right around the...
What Will Your Lifestyle Cost in Retirement?
Here’s a question I often pose to soon-to-be retirees: “What does it cost to be you?” The point of asking is to see if you know the cost of your lifestyle. My experience tells me most clients don’t know the answer. I then urge them to track their spending so...



